Chart based real time investment monitoring, analyzing, and trading system

Abstract

A chart based investment monitoring, analyzing and trading system for real time security trading is provided. The system uses computers or other computing devices, investment historical data, and real time market data to create dynamic investment charts. These charts are used in a highly integrated platform for investment monitoring, trading, analyzing, and data searching. The market information like quotes, option and future quotes, the news, and etc. can be easily found on the charts; the chart is a search and study platform also. Historical data of any day can be easily found out on the charts if exist; the charts are the trading platform as well. A trade can be placed right away from the charts. It also provides powerful tools for changing the parameters or settings of multi-charts at the same time with one click; it allows the investors dynamically view and find out the right parameters of the technical indicators. It provides unlimited investments monitoring.

1 . An investment chart based investment monitoring and trading method, said monitoring and trading method comprising the steps of:
 using at least one computer;   using at least one database accessible by the computer(s), wherein the database comprises real historical information for a plurality of investments; and wherein the database optionally comprises settings for the investments;   using network connection(s) to a supply or supplies of real-time data, the real time data comprising real-time data relating to a plurality of investments;   generating one or more investment chart(s) for investment(s), wherein the investment chart is a daily investment chart with an intraday investment chart inside describing the same investment.   
     
     
         2 . The method of  claim 1 , wherein the computer is a personal computer, a network server, or a hand-held communication device. 
     
     
         3 . The method of  claim 1 , further comprising:
 providing an Unlimited Investments Monitoring Method to monitor multi-investments at the same time, wherein, the Unlimited Investments Monitoring Method may comprise the steps of:   dividing and grouping multi-investments to be monitored into one or more computer screens, wherein each screen can display a limited number investment charts, but the number of screens is unlimited;   presenting one or more screens, each of which holds at least one investment chart for each investment being monitored;   providing a method for quickly switching between screens; and   using a search method to locate a screen, said search method comprising 1) using one or more of the following criteria: screen name, screen ID, investment symbol(s) defined for the screen and 2) displaying the screen.   
     
     
         4 . The method of  claim 1 , further comprising:
 providing a synchronized update of both of the daily investment chart and the intraday investment chart of the investment chart.   
     
     
         5 . The method of  claim 1 , further comprising:
 providing a synchronous multi-charts update method using global functions that allows multi-charts to be changed synchronously when one of the global functions is invoked.   
     
     
         6 . The method of  claim 1 , further comprising a synchronous multi-charts update method controlled by global mode comprising the steps of:
 providing a synchronous mode for user to select;   optionally providing global modes for users to select;   applying a function and a global mode if selected, to one or more investment charts on a screen and change them synchronously and correspondingly if the function is invoked on any one of the investment chart and the synchronous mode is selected.   
     
     
         7 . The method of  claim 1 , further comprising a synchronous change of global mode method comprising the steps of:
 providing global modes for users to select; and   applying selected global mode to multiple investment charts on a screen if a global mode is selected.   
     
     
         8 . The method of  claim 1 , further comprising:
 providing a Visualized Setting Method for a user to open orders and set warnings, conditions, and triggers directly on the investment charts, wherein the Visualized Setting Method comprises the steps of:   providing graphic cues on the investment chart;   moving the graphic cues to a appropriate price level on the investment chart by a user to set price or threshold desired; and   allowing the user to open orders and set warnings, conditions, and triggers after a desired price or threshold has been set.   
     
     
         9 . The method of  claim 1 , further comprising:
 providing a graphic bar indexed information search and presentation method comprising:
 providing at least one investment chart with graphic bars, wherein the graphic bars may be invoked to cause execution of an action; 
 providing at least one information mode for the user to choose; 
 mapping the bars on the investment charts with dates or time periods; 
 taking actions to search information related to the selected information mode and date or time period the graphic bar represents after it is invoked by a user; and 
 presenting the found information to the user. 
   
     
     
         10 . The method of  claim 1 , further comprising:
 providing a technical indicator parameter search method comprising:
 providing one or more investment chart(s); 
 allowing the value of technical indicator parameter(s) of the investment(s) to be controlled by a controller that can continuously change its/their value(s); and 
 allowing the technical indicator(s) displayed on the investment chart(s) to be changed simultaneously with the change value of the controller. 
   
     
     
         11 . The method of  claim 1 , further comprising:
 providing a multi-sources real-time data collection method comprising:
 using one or more computers; 
 using network connection(s) to the data sources; 
 providing list of investment to be monitored; 
 providing parse rules and data source address for the monitored investments; 
 executing software on the computer(s) to get the contents pointed by the data source address; and 
 executing software on the computer(s) to parse the said contents by applying the said parse rules and get the useful data and optionally save them into the database. 
   
     
     
         12 . The method of  claim 1 , further comprising:
 providing a method to allow users to open order(s) directly on the investment chart.   
     
     
         13 . The method of  claim 1 , further comprising:
 providing a method to integrate real time market information into the investment chart.   
     
     
         14 . An investment chart based investment monitoring and trading system, said system comprising:
 one or more computers;   one or more databases accessible by the computer(s); wherein the databases have real historical information for a plurality of investments, and wherein the databases optionally comprise settings for the investments;   a connection or connections to a supply or supplies of real-time data, the real time data comprising real-time data relating to a plurality of investments;   software executing on the computer(s) to generate an interface displayed on one or more screens, and wherein the interface comprises one or more investment charts using the real historical data from the database and real-time data from its source, wherein the investment chart is a daily investment chart with an intraday investment inside.   
     
     
         15 . The system of  claim 14 , wherein the computer is a personal computer, network server, or hand-held communication device. 
     
     
         16 . The system of  claim 14 , further comprising an Unlimited Investments Monitoring System;
 wherein, the Unlimited Investments Monitoring System 1) allows a user to divide and group multi-investments into one or more computer screens, wherein each screen can display a limited number investment charts, but the number of screens is unlimited; 2) present the screen which held at least one investment chart for each investment being monitored; 3) provide a system for quickly switching between screens and 4) use a search system to locate a screen and then quickly display the screen searched.   
     
     
         17 . The system of  claim 14 , wherein the system synchronously updates both of the daily investment chart and the intraday investment chart of an investment chart. 
     
     
         18 . The system of  claim 14 , further comprising a synchronous multi-charts update system using global functions; wherein the synchronous multi-charts update system using global functions 1) provides global functions to user to choose; and 2) applies a global function to one or more charts on a screen and changes them synchronously if one of these global functions is selected. 
     
     
         19 . The system of  claim 14 , further comprising a synchronous multi-charts update system controlled by global mode,
 wherein the synchronous multi-charts update system controlled by global mode 1) provides a synchronous mode for users to select; 2) optionally provides global modes for users to select; 3) applies selected global mode to one or more investment charts on a screen if a global mode is selected; and 4) applies a function to one or more investment charts on a screen and change them synchronously and correspondingly if any function in any one of the investment chart is invoked.   
     
     
         20 . The system of  claim 14 , further comprising a synchronous change of global mode system,
 wherein the synchronous change of global mode system 1) provides global modes for users to select; and 2) applies selected global mode to one or more investment charts on a screen if a global mode is selected.   
     
     
         21 . The system of  claim 14 , further comprising a Visualized Setting System;
 wherein the Visualized Setting System 1) provides graphic cues on the investment chart; 2) allows a user to move the graphic cues to a appropriate price level on the investment chart to set price or threshold desired; and 3) allows the user to open orders and set warnings, conditions and triggers after a desired price or threshold has been set.   
     
     
         22 . The system of  claim 14 , further comprising a graphic bar indexed information search and presentation system,
 wherein the graphic bar indexed information search and presentation system 1) provides at least one investment chart with graphic bars, wherein the graphics bars may be invoked to execute an action; 2) provides information modes for the user to choose; 3) maps the bars on the investment charts with dates or time periods; 4) takes actions to search information related to the selected information mode and date or time period the graphic bar represents after it is invoked by a user; and 5) presents the found information to the user.   
     
     
         23 . The system of  claim 14 , further comprising a technical indicator parameter search system for investment(s),
 wherein, the technical indicator parameter search system 1) provides one or more investment chart(s); 2) allows the value of the technical indicator parameter(s) of the investment(s) to be controlled by a controller that can continuously change the value of the parameter(s); and 3) allows the technical indicator(s) displayed on the investment chart(s) be changed simultaneously with the change value of the controller.   
     
     
         24 . The system of  claim 14 , further comprising a multi-sources real-time data collection system,
 wherein the multi-sources real-time data collection system 1) uses one or more computers; 2) uses network connection(s) to access the data sources; 3) provides a list of investments to be monitored; 4) provides parse rules and data source address for the monitored investments; 5) executes software on the said computer(s) to get the contents referenced by the data source address; 6) gets the useful date through executing software on the computer(s) to parse the said contents by applying the said parse rules; and 7) optionally saves the useful data into the database.   
     
     
         25 . The system of  claim 14 , further comprising a system to allow users to open order(s) directly on the investment chart. 
     
     
         26 . The system of  claim 14 , further comprising a system to integrate real time market information into the investment chart that allows users to get the information on the investment chart.